Financial Planner salaries in Southam, WAR

Diploma qualified status, such as DipFA, DipPFS or equivalent. 2 weeks Christmas office closure. At least 18 months’ experience providing regulated financial…

Up to £60,000 a year

General office administration including filing, scanning, post handling, and answering calls. Liaise with clients and assist with queries.

Up to £35,000 a year

3 hours ago

Strong knowledge of UK-specific investment products, pensions, and tax-efficient savings options. Consider factors such as retirement planning, wealth…

6 days ago

Strong understanding of financial planning products, processes, and compliance requirements. Minimum of 3 years experience within an independent financial…

£26,000 - £34,000 a year

10 days ago

Confidence dealing directly with clients by phone, email and online portals. This hybrid based IFA Administrator job in Leamington Spa is ideal if you already…

£28,000 - £32,000 a year

21 hours ago

Respond to inbound telephone enquiries. Process adviser charging instructions and fee administration activities. Manage electronic signatures via Adobe Sign.

2 days ago